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300 West 6Th Street Suite 1550, Austin, TX 78701-4666 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-03 |
| NY | RA | APPROVED | 2022-10-25 |
| PR | RA | APPROVED | 2022-10-21 |
Branch Locations
300 West 6Th Street Suite 1550, Austin, TX 78701-4666 • United States
475 Calle C Suite 507, Guaynabo, PR 00969 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Orlando | FL | 06/2021 | 10/2022 |
| Deloitte | San Juan | PR | 02/2021 | 05/2021 |
| Abarca Health | San Juan | PR | 08/2019 | 01/2021 |
| First Bank Puerto Rico | San Juan | PR | 09/2018 | 07/2019 |
| Capgemini | Boston | MA | 04/2017 | 08/2018 |
| Accenture | Boston | MA | 01/2015 | 04/2017 |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2022 | 10/2022 |
| Stonecrest Capital Markets, Inc. | San Juan | PR | 10/2022 | Present |
| Stonecrest Advisors, Inc. | San Juan | PR | 10/2022 | Present |
| Wild Horses Llc | Guaynabo | PR | 12/2025 | Present |
| Opus Miramar | Guaynabo | PR | 01/2026 | Present |
| Hotel Distrito | Guaynabo | PR | 01/2026 | Present |
1) Stonecrest Advisors, Inc.; Investment related: Yes; Address: 1369 Ashford Ave San Juan, PR 00907; Nature: Investment Advisor; Position: Investment Advisor Representative; Start Date: 10/22; Hours/month: 160; During Trading Hours: 160; Duties: Investment Advisor 2) LV Properties LLC; Investment-related: N; 555 Calle Monserrate Apt. 1104 San Juan PR 00907; Acquisition & Rental of Real Estate properties; President & Co-owner; Start Date: 07/01/2023; Number of Hours/Month devoted to OBA: 15 Number of Hours/Month devoted to OBA during securities trading hours: 0; Duties: Purchasing and renting out properties. 3) Wild Horses LLC, Not Investment Related, Guaynabo, PR, 00969, vehicle ownership/collection, Owner,12/23/2025, 1 hours per month, 1 hours per month during trading hours, No Compensation, 50% Owner. 4) Pamir Management LLC, Investment Related, Guaynabo, PR, Private Equity Fund, Board Member, 01/2026, 8 hrs. per month, 0 during trading hours, Board Governance. 5) Hotel Distrito LLC, Investment Related, Guaynabo, PR, Real Estate Development, Developer Representative, 01/2026, 4 hrs. per month, 0 during trading hours. Logistics management. 6) Opus Miramar North Tower, Investment Related, Guaynabo, PR, Real Estate Development, Developer Representative, 01/2026, 8 hrs per month, 0 during trading hours. Logistics management. 7) Aureum LLC, Not Investment Related, Guaynabo, PR, Wholesale Spirits & Food, Co-owner, 04/2026, 16 hrs per month, 0 during trading hours,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-28 |
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